Financial Adviser · SYDNEY, NSW

Robert Stewart Watson

SYDNEY, NSW
19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000462622
Currently at
Goulburn, NSW (firm address)

Robert Stewart Watson is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry since 2007. Robert is currently authorised under Boyce Private Wealth. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Masters of Financial Planning from Kaplan Professional. Robert is a member of SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005
Bachelor of Business (Hospitality Management)
University of Western Sydney
2011
Graduate Diploma of Financial Planning
Kaplan Professional
2014
Accredited Listed Product Adviser Program (ALPA)
Kaplan Professional
2015
Self Managed Superannuation Funds accreditation
Kaplan Professional
2016
Masters of Financial Planning
Kaplan Professional

Registration History

Aug 2025 - Present Current
Jul 2022 - Jul 2025 Ceased
Apr 2018 - Sep 2019 Ceased
ACN 130 288 578 PTY LTD
Jul 2016 - Apr 2018 Ceased
Aug 2014 - Jul 2016 Ceased
May 2010 - Jul 2014 Ceased

Source: ASIC Financial Advisers Register